Carmignac Gestion Q2 2020 Filing

Filed August 13, 2020

Portfolio Value

$7.2T

Holdings

122

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (122 positions)

#StockSharesValue% PortfolioType
101
WEXWEX INC
4,700$776.0M0.01%
102
MLIMUELLER INDUSTRIES INC
28,035$745.0M0.01%
103
CD8CRESUD S.A.
242,910$724.0M0.01%
104
CITCINTAS CORP
2,374$632.0M0.01%
105
KNXKNIGHT-SWIFT TRANSPORTATION
13,775$575.0M0.01%
106
MCDMCDONALD'S CORP
3,020$557.0M0.01%
107
LIILENNOX INTERNATIONAL INC
2,328$542.0M0.01%
108
CPRTCOPART INC
6,356$529.0M0.01%
109
TJXTJX COMPANIES INC
9,900$501.0M0.01%
110
PAYXPAYCHEX INC
6,569$498.0M0.01%
111
ROSTROSS STORES INC
4,500$384.0M0.01%
112
EDUNEW ORIENTAL EDUCATIO
2,731$356.0M0.00%
113
SBUXSTARBUCKS CORP
4,300$316.0M0.00%
114
BFAMBRIGHT HORIZONS FAMILY SOLUT
2,300$270.0M0.00%
115
RCLROYAL CARIBBEAN CRUISES LTD
5,101$257.0M0.00%
116
SSNCSS&C TECHNOLOGIES HOLDINGS
4,438$251.0M0.00%
117
GRMNGARMIN LTD
2,396$234.0M0.00%
118
LEGNLEGEND BIOTECH CORP
5,000$213.0M0.00%
119
HDBHDFC BANK LTD
3,340$152.0M0.00%
120
BACBANK OF AMERICA CORP
6,400$150.0M0.00%
121
MARMARRIOTT INTERNATIONAL
1,421$122.0M0.00%
122
TALTAL EDUCATION GROUP
475$32.0M0.00%
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